Aehr Test Systems Shares Surge on $41 Million AI Hardware Order

Aehr Test Systems, Inc. (AEHR) experienced a sharp rally in Thursday morning trading after announcing a $41 million follow-on production order. The contract comes from the company's primary hyperscale customer and is dedicated to the package-level burn-in of custom AI processor Application-Specific Integrated Circuits (ASICs). The order specifically targets the deployment of Aehr's Sonoma high-power package-level test and burn-in systems. Along with the primary hardware, the agreement includes turnkey burn-in modules and device-specific sockets, which are the essential consumables required to configure the Sonoma systems for the customer's specific AI processor architecture. Market reaction was immediate, with shares of AEHR climbing approximately 18.96%. The stock opened at $84.64 and reached a session high of $89.25, trading around $86.98 at the time of the report. This peak represents the upper boundary of the stock's 52-week trading range, which has fluctuated between $7.71 and $89.25. This development underscores the intensifying demand for specialized testing infrastructure as hyperscale providers increasingly shift toward custom silicon to power AI workloads. The scale of the follow-on order suggests a deepening operational relationship between Aehr and its lead customer, providing a positive catalyst for the company's near-term revenue trajectory.